Skip to content
Disclosery

EES WISDOMTREE TR

Follow

US SMALLCAP FUND (fund)

163 managers (165 13F filers) reported a position in EES shares at 2026-03-31, 6,623,573 shares in all. 10 filers opened a position and 11 filers sold out during the quarter.

Managers
163
13F filers
165
New
10
Added
58
Reduced
51
Sold out
11
Shares held by filers
6,623,573

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY735,205$42.7M<0.01%+2,06113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding730,949$42.4M+9,475Timeline
LPL Financial LLC594,789$34.5M0.01%+14,59913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/526,995$30.6M<0.01%-19,34313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC452,810$26.3M0.01%-11,07713F-HR/ATimelineGroup
Cetera Investment Advisers361,609$21M0.02%-15,38713F-HRTimeline
Key Financial Inc288,039$16.7M2.98%+4,03313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC204,225$11.9M<0.01%+29,90713F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC173,284$10.1M0.05%-9,33413F-HRTimelineGroup
Arkadios Wealth Advisors156,634$9.09M0.15%-1,76213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN145,477$8.44M<0.01%+4,08513F-HR/ATimelineGroup
Linscomb Wealth, Inc.138,348$8.03M0.36%-20,15413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA129,174$7.5M<0.01%+27,49913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC124,150$7.21M0.01%+72,95713F-HRTimelineGroup
Amplius Wealth Advisors, LLC114,870$6.67M0.56%-4,52013F-HRTimeline
TopTier Wealth Management, LLC94,730$5.5M3.38%-31413F-HRTimeline
Shore Point Advisors, LLC94,288$5.47M2.16%-169,43713F-HRTimeline
Private Advisor Group, LLC79,828$4.63M0.02%+6,63413F-HRTimeline
Waverly Advisors, LLC78,904$4.58M0.03%-20113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC78,495$4.56M<0.01%+81313F-HRTimelineGroup
Merit Financial Group, LLC75,635$4.39M0.03%+11,04113F-HRTimeline
CULBERTSON A N & CO INC61,709$3.58M0.46%-10213F-HRTimeline
NewSquare Capital LLC56,017$3.25M0.28%+2,30413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO48,798$2.78M<0.01%+4,00213F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,148$2.74M<0.01%+42,02013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…46,878$2.72M<0.01%+73913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,999$2.67M<0.01%-3,13413F-HRTimelineGroup
Atria Investments, Inc44,195$2.57M0.03%-90813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,422$2.4M<0.01%-1,14713F-HRTimelineGroup
&PARTNERS34,578$2.01M0.01%+113F-HRTimeline
Smartleaf Asset Management LLC28,163$1.61M0.06%+3,05413F-HRTimeline
Creative Planningin group Creative Planning26,080$1.51M<0.01%+21113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding25,900$1.5M+3,917Timeline
Cambridge Investment Research Advisors,…24,264$1.41M<0.01%+1,24213F-HRTimeline
OPTIMA CAPITAL LLC24,245$1.41M0.65%+513F-HRTimeline
Claris Financial LLC24,219$1.41M0.77%-21813F-HRTimeline
New Perspectives, Inc20,913$1.21M0.42%-1,01513F-HRTimeline
LANARK FINANCIAL, INC.20,897$1.21M0.09%+3,13513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC19,183$1.11M0.47%+1313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP18,500$1.07M<0.01%+8,40013F-HRTimelineGroup
MOLLER WEALTH PARTNERS18,397$1.07M0.21%013F-HRTimeline
Steward Partners Investment Advisory, L…18,041$1.05M0.01%-8813F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.17,146$995K0.96%013F-HRTimeline
Avidian Wealth Enterprises, LLC16,896$981K0.03%new13F-HRTimeline
CWM, LLCin group CWM, LLC15,507$900K<0.01%+113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,051$874K<0.01%+2213F-HRTimelineGroup
Larson Financial Group LLC14,796$859K0.03%-32513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,578$846K<0.01%-9,26413F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC13,974$811K0.06%+47313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC13,374$776K0.03%-1,11913F-HRTimeline
Oxler Private Wealth LLC11,388$661K0.21%-47413F-HRTimeline
MEANS INVESTMENT CO., INC.10,915$634K0.06%+1313F-HRTimeline
HARBOUR INVESTMENTS, INC.10,825$628K0.01%+3,97113F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.10,740$623K<0.01%13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,446$606K<0.01%new13F-HRTimelineGroup
HighPoint Advisor Group LLC10,211$593K0.02%-12813F-HRTimeline
Columbia River Financial Group, LLC9,571$555K0.32%+39613F-HRTimeline
S.A. Mason LLC9,450$549K0.21%013F-HRTimeline
RFG Advisory, LLC8,498$493K0.01%+13513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,461$491K<0.01%-11613F-HRTimelineGroup
Forefront Analytics, LLC8,232$478K0.43%-9,52813F-HRTimeline
Betterment LLC8,116$471K<0.01%-64113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC8,106$471K0.03%-2,49313F-HRTimeline
Dala Group, LLC8,008$464K0.39%-18,56113F-HRTimeline
Pine Valley Investments Ltd Liability Co7,760$450K0.02%+1,09413F-HRTimeline
Nemes Rush Group LLC7,743$449K0.04%-1,21313F-HRTimeline
Cresset Asset Management, LLC7,728$449K<0.01%013F-HRTimeline
Essential Planning, LLC.7,538$438K0.14%013F-HRTimeline
Modera Wealth Management, LLC7,321$425K0.01%013F-HRTimeline
Claro Advisors Inc.7,054$409K0.05%+513F-HRTimeline
Chicago Partners Investment Group LLC6,271$394K0.01%+913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC6,749$392K0.08%+33113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,720$390K<0.01%+3,17013F-HRTimelineGroup
Freedom Investment Management, Inc.6,652$386K0.11%-37813F-HRTimeline
FMR LLCin group FMR LLC6,530$379K<0.01%+25213F-HRTimelineGroup
Sanctuary Advisors, LLC6,528$379K<0.01%+513F-HRTimeline
BLAIR WILLIAM & CO/IL6,419$373K<0.01%013F-HRTimeline
Savvy Advisors, Inc.6,213$361K0.01%+113F-HRTimeline
DAVENPORT & Co LLC6,146$357K<0.01%-59513F-HRTimeline
PSI Advisors, LLC5,893$342K0.08%013F-HRTimeline
WORLD EQUITY GROUP, INC.5,811$337K0.09%-1513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC5,641$327K0.13%-6113F-HRTimeline
Laurel Wealth Advisors LLC4,870$312K0.03%+69013F-HRTimeline
Western Wealth Management, LLC5,339$310K0.01%new13F-HR/ATimeline
UHLMANN PRICE SECURITIES, LLC5,250$305K0.02%+1113F-HRTimeline
Kingsview Wealth Management, LLC5,210$302K<0.01%013F-HRTimeline
Advisory Services Network, LLC5,205$302K<0.01%+1013F-HRTimeline
Insight Advisors, LLC/ PA5,146$299K0.06%-49,04613F-HRTimeline
IHT Wealth Management, LLC5,066$294K0.01%+213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,781$280K<0.01%-1,41413F-HRTimeline
CRUX WEALTH ADVISORS4,753$276K0.11%+913F-HRTimeline
MML INVESTORS SERVICES, LLC4,654$270K<0.01%-3,18813F-HRTimeline
CAPITAL MANAGEMENT CORP /VA4,592$267K0.05%-82513F-HRTimeline
NewEdge Wealth, LLC4,380$254K<0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.4,290$249K0.03%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.4,200$244K0.05%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,158$237K<0.01%-34013F-HRTimelineGroup
Janney Montgomery Scott LLC4,064$236K<0.01%-28513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,945$229K<0.01%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI3,931$228K0.02%+1513F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,900$226K0.02%013F-HRTimeline
Wilson & Boucher Capital Management, LLC3,900$226K0.15%-1,50013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE3,888$226K0.03%-4,17013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,876$225K<0.01%+513F-HRTimeline
Berger Financial Group, Inc3,835$223K0.01%-1,12813F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,807$221K0.01%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,755$218K<0.01%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth3,542$206K<0.01%-68013F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC3,537$205K0.03%-35013F-HRTimeline
Clear Creek Financial Management, LLC3,498$203K0.02%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,417$198K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,285$191K<0.01%-76113F-HRTimelineGroup
Asset Dedication, LLC3,162$184K0.01%013F-HRTimeline
Team Financial Group, LLC2,745$159K0.07%+513F-HRTimeline
Blue Trust, Inc.2,708$157K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,642$153K<0.01%+1,03713F-HRTimelineGroup
CoreCap Advisors, LLC2,350$136K<0.01%-2713F-HRTimeline
AE Wealth Management LLC2,274$132K<0.01%-70013F-HRTimeline
Indiana Trust & Investment Management Co2,143$124K0.04%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,946$113K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.1,900$110K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,840$107K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,813$105K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,737$101K<0.01%new13F-HRTimeline
Register Financial Advisors LLC1,648$95.7K0.04%+14113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,665$95.1K<0.01%+29913F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,356$78.7K0.04%+113F-HRTimeline
Financial Connections Group, Inc.1,350$78K0.03%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,333$77.4K<0.01%new13F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC1,200$69.7K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC1,032$59.9K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC900$52.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC864$50.2K<0.01%+11313F-HRTimelineGroup
Horizons Wealth Management832$48.3K0.03%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…661$38.4K0.01%+113F-HRTimeline
IFP Advisors, Inc615$35.7K<0.01%-913F-HRTimeline
Root Financial Partners, LLC567$32.9K<0.01%013F-HRTimeline
Allworth Financial LP563$32.7K<0.01%+5013F-HRTimeline
Golden State Wealth Management, LLC539$31.3K<0.01%+113F-HRTimeline
Aptus Capital Advisors, LLC410$23.8K<0.01%013F-HRTimeline
NFSG Corp375$21.8K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC365$21.2K0.01%-20013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…282$16.4K<0.01%new13F-HRTimelineGroup
Ankerstar Wealth, LLC264$15.3K0.02%013F-HRTimeline
PlanVest Financial, Inc258$15K0.01%13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC250$14.5K<0.01%13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC249$14.5K<0.01%013F-HRTimeline
Addison Advisors LLC225$13.1K<0.01%013F-HRTimeline
Cheviot Value Management, LLC199$11.6K<0.01%013F-HRTimeline
Covestor Ltd190$11K0.01%+5713F-HRTimeline
Qube Research & Technologies Ltd173$10K<0.01%+4013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.160$9.29K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.153$8.88K0.01%013F-HRTimeline
GAMMA Investing LLC106$6.15K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC95$5.51K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners100$5K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.73$4.24K<0.01%013F-HRTimeline
Dunhill Financial, LLC62$3.64K<0.01%-113F-HRTimeline
Nova Wealth Management, Inc.53$3.09K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.36$2.09K<0.01%-2113F-HRTimelineGroup
Operose Advisors LLC27$1.57K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18$1.04K<0.01%+313F-HRTimelineGroup
Farther Finance Advisors, LLC1$35<0.01%013F-HRTimeline